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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PineBridge Investments
New York
$1.51M -$105K -1,388 -6%
SCM
202
Shelton Capital Management
Colorado
$1.5M
X
203
Xponance
Pennsylvania
$1.47M +$306K +4,030 +23%
FGIM
204
First Growth Investment Manager
California
$1.44M -$646K -8,500 -29%
MA
205
Mezzasalma Advisors
New Jersey
$1.43M -$131K -1,730 -8%
HighTower Advisors
206
HighTower Advisors
Illinois
$1.39M -$288K -3,798 -16%
Franklin Resources
207
Franklin Resources
California
$1.38M +$104K +1,375 +7%
LWM
208
Lyell Wealth Management
California
$1.38M -$690K -9,090 -31%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$1.37M -$103K -1,355 -6%
IIM
210
INTECH Investment Management
Florida
$1.36M -$32.7K -431 -2%
BCIM
211
British Columbia Investment Management
British Columbia, Canada
$1.35M -$182K -2,392 -11%
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$1.32M +$1.48M +19,440 New
JWWM
213
Johnson & White Wealth Management
Pennsylvania
$1.27M +$1.38M +18,188 New
NEI
214
Northwest & Ethical Investments
Ontario, Canada
$1.26M +$173K +2,276 +14%
ORAM
215
One River Asset Management
Connecticut
$1.26M +$1.4M +18,465 New
SSA
216
Schonfeld Strategic Advisors
New York
$1.24M -$1.21M -15,977 -47%
FANJ
217
Financial Architects (New Jersey)
New Jersey
$1.23M -$152K -2,004 -10%
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$1.23M -$1.34M -17,682 -49%
EMPI
219
Elo Mutual Pension Insurance
Finland
$1.19M +$39.6K +521 +3%
JMPWA
220
JP Morgan Private Wealth Advisors
California
$1.18M -$929K -12,234 -41%
WBC
221
Westpac Banking Corp
Australia
$1.15M -$1.88M -24,728 -59%
AWA
222
Arkadios Wealth Advisors
Georgia
$1.14M +$91K +1,198 +8%
BAMF
223
BI Asset Management Fondsmaeglerselskab
Denmark
$1.13M +$961K +12,656 +315%
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M -$230K -3,028 -15%
Schroder Investment Management Group
225
Schroder Investment Management Group
United Kingdom
$1.12M -$22.3K -294 -2%